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Thursday 5 March 2026
Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook
Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...
Thursday 5 March 2026
Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...
Thursday 5 March 2026
WT Microelectronics sees 2026 growth despite memory price hikes
The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
Wednesday 4 March 2026
Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP)...
Wednesday 4 March 2026
Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
Wednesday 4 March 2026
Primax's shift to automotive, AIoT and robotics could reshape revenues within two years
Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face...
Wednesday 4 March 2026
Global OSAT industry, 2026

Introduction

Tuesday 3 March 2026
Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival
Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model...
Tuesday 3 March 2026
Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India:...
Tuesday 3 March 2026
From smartphone plateau to AI expansion: MWC 2026 signals the next connectivity paradigm
The Mobile World Congress (MWC) 2026, held from March 2 to 5, showcased a decisive shift for the global mobile industry. No longer centered solely on smartphones, this year's event...
Monday 2 March 2026
Renesas names new India president to accelerate growth amid fierce engineering talent competition
Renesas has named two senior executives to lead its businesses in India and China, moves the company says are intended to accelerate growth in those markets.
Monday 2 March 2026
DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

Monday 2 March 2026
Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

Monday 2 March 2026
Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband
A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...
Monday 2 March 2026
Japan's January PC shipments fall 15.9%, worst in 30 months, snapping 19-month growth streak
Japan's PC market began 2026 with an unexpected jolt, as shipments plunged at their fastest pace in 30 months, abruptly ending a 19-month streak of year-over-year growth and catching...